December 16, 2021December 17, 2021Opinions Safeguarding the Soul The sugar high of monetary stimulus has become ever sweeter as inflation […]
December 9, 2021December 9, 2021Opinions A Burst of Freedom Real interest rates are too low and if you believe this then […]
December 2, 2021December 4, 2021Opinions What to do about TINA TINA, the acronym for “there is no alternative” to buying equities has […]
November 18, 2021November 18, 2021Opinions Fed’s View of Inflation Risk Market expectations for Fed rate hikes in mid-2022 look misplaced unless this […]
November 4, 2021November 5, 2021Opinions Velocity – Another View On Inflation and Liquidity The velocity of money gives us a useful way to view inflation […]
October 28, 2021October 30, 2021Opinions Why Robust Pricing Power Can Persist The attached chart supports the view that demand will remain strong despite […]
October 21, 2021October 30, 2021Opinions A Not So Crazy Inflation Forecast Recent forecasts by the Fed’s staff in Washington has received much press […]
October 7, 2021October 30, 2021Opinions Mind The Rate Gap We expect the Fed to begin its long-awaited tapering process at the […]
October 1, 2021October 30, 2021Perspectives Tip Toeing Past Peak Everything • Equity markets have begun to feel the weight of an historic […]
September 30, 2021October 30, 2021Opinions Business Pricing Power and Stagflation A common misconception is that a sustained rise in core inflation over […]